See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE10+ years Filed as: NATIONWIDE FINANCIAL SERVICES Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $25,622 |
HORAN SECURITIES INC10+ years Filed as: HORAN SECURITIES, INC. Service code 27 | Advisory (Plan) | $18,358 |
LATITUDE SERVICE COMPANY INC4 years Filed as: LATITUDE SERVICE COMPANY, INC. Service code 10 · EIN 82-1371994 1500 N OAK DR · PLYMOUTH, OH 46563 | Accounting | $2,912 |
HORAN SECURITIES INC10+ years Filed as: HORAN SECURITIES Service code 27 · EIN 31-1004837 8044 MONTGOMERY RD · CINCINNATI, OH 45236 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,056 | $52,406-6.4% | $129,207-62.0% | $74,495-34.1% |
| Participation rate | 48.7% | 53.8%-5.1pp | 69.6%-20.9pp | 67.2%-18.5pp |
| Annual return | 14.40% | 15.66%-1.3pp | 9417.33%-9402.9pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $4,153-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,602 | $2,794-6.9% | $4,168-37.6% | $4,346-40.1% |
| Admin fee / account holder | $25 | $2,633-99.1% | $7,715-99.7% | $1,942-98.7% |